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Retirement tax questions
Hello, thanks for claryfying this.
I just spoke with Vanguard asking for a indirect rollover of this distribution in 2025 year since I am within the 60-day window and made this distribtuion by mistake and they told since the money were removed from my Roth IRA account and went into my brokerage account with the same amount of shares ($1900 of VTSAX shares were moved from Roth IRA to my brokerage account ) , they can't do this and to talk with an tax agent.
I have checked online in different resources, I see that I'm eligible for indirect rollover, when I receive the distribution as a check (or direct deposit) from the original Roth IRA and then deposit the funds into a new Roth IRA within 60 days. Since the shares were just moved from my Roth to brokerage account that means that I'm not eligible?
Is there any way that I can do this rollover since I'm still within the 60-day window?